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Showing 3851 - 3860 of 18263 results for "Plan"

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
Count Financial has announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. ...

Chief economist update: Patience is the word

BENJAMIN ONG  |  THURSDAY, 18 FEB 2021
The US economy is not out of the woods yet and therefore, worrywarts need not be concerned over rising inflation - that would prompt the Fed taper policy accommodation. "Participants observed that the economy was far from achieving the committee's ...

Westpac prioritises risk management

KARREN VERGARA  |  WEDNESDAY, 17 FEB 2021
... described the undertaking with Westpac as a "serious step that indicates the severity of the situation". "The integrated plan required by the CEU must be designed to deliver the sustainable risk governance step-change that APRA requires," Lonsdale said. ...

Hostplus enhances ESG option

KARREN VERGARA  |  TUESDAY, 16 FEB 2021
... Market Forces put pressure on Hostplus to join a growing list of funds to divest fossil fuels and develop a climate action plan. Hostplus chief executive David Elia commented: "We recognise climate change as being a material financial risk, as well as ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ...

CommSec launches trade knowledge tool

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
CommSec said it has seen a 200% increase in investors seeking executional information around how trading works as younger people show increased interest in wholesale trading. CommSec said first time traders contributed to around 10% of total trades ...

Industry fund awards $60m small caps mandate

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... billion industry fund. TWUSUPER has selected Eiger Capital for the equities allocation. "This mandate furthers TWUSUPER's plan to focus its active management budget on areas where we have a comparative advantage. As a smaller investor we can access ...

Fiducian profit, growth jump

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
ASX-listed Fiducian Group recorded a 7% increase in net profit to $5.7 million and a steady rise in funds under management, advice and administration (FUMAA) in its half-year results. The group which includes funds management, financial advice and corporate ...

Super scammer permanently banned

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
ASIC has permanently banned a former financial adviser, Daniel McSweeny, after he was previously banned for five year s. McSweeny was charged with 20 dishonesty offences in 2018, as well as one offence for falsifying books as a company director. An ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
The latest Netwealth The Advisable Australian report has revealed the attitudes of potential financial advice clients when it comes to brand affinity, finding that higher incomes bring higher expectations. The report found that increased household income ...